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Derek Eichenwald Location
Denver, CO, US
Derek Eichenwald Work
2016 -now CEO and Senior Investment Executive @
2009 -2015 CEO @ JP Turner & Company
2008 -2009 Senior Portfolio Manager and Financial Adivsor @
2003 -2008 Vice President @
Derek Eichenwald Education
University of Pennsylvania - The Wharton School
Retirement and Estate Planning (Accounting and Finance)
2006-2009
Colorado State University
Bachelor of Business Administration (B.B.A.) (Finance and Real Estate)
1998-2002
Derek Eichenwald Skills
Investments
Retirement Planning
Series 7
Mutual Funds
Financial Advisory
Wealth Management
Financial Planning
Strategic Financial Planning
Securities
Estate Planning
Asset Management
Portfolio Management
Retirement
Financial Services
Investment Advisory
Finance
Fixed Annuities
Life Insurance
Wealth
Long Term Care Insurance
Alternative Investments
Series 65
Financial Planners
Financial Analysis
401k
Asset Allocation
Uniform Combined State Law
Asset Managment
Fixed Income
Equities
Wealth Management Services
Disability Insurance
Investment Banking
Series 24
Private Equity
Insurance
Hedge Funds
FINRA
Investment Strategies
401k Rollovers
Long-term Care
IRAs
Wealth Accumulation
Trading
Leadership
Strategy
Strategic Planning
Management
Risk Management
Business Development
Accounting
Sales
Customer Service
Long Term Care
Derek Eichenwald Summary
Derek Eichenwald, based in Denver, CO, US, is currently a CEO and Senior Investment Executive at Triumph Capital Management. Derek Eichenwald brings experience from previous roles at JP Turner & Company, Raymond James and AXA Advisors. Derek Eichenwald holds a 2006 - 2009 Retirement and Estate Planning in Accounting and Finance @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Investments, Retirement Planning, Series 7, Mutual Funds, Financial Advisory and more. Derek Eichenwald has 3 emails and 1 mobile phone numbers on RocketReach.
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